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Berkshire's $312B portfolio is heavily concentrated in two sectors:
Apple alone makes up ~22% of total holdings. Buffett trimmed AAPL by 6% this quarter — the fourth straight quarter of reductions.
This quarter: Berkshire Hathaway
Berkshire Hathaway Inc
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Polaris Capital Q1 2026: Deep Value, Spread Worldwide
Polaris Capital Management's $1.22 billion 13F spreads across 84 global value names — led by Puerto Rico's Popular Inc, Irish-domiciled Jazz and Linde, and a fresh stake in Eastman Chemical — a study in diversified, contrarian deep value.
Tweedy Browne Q4 2025: A Global Value Barbell
Tweedy, Browne's $1.24 billion U.S. 13F pairs two outsized convictions — Ionis Pharmaceuticals and a fast-growing CNH Industrial stake — with a deep bench of global value names led by Coca-Cola FEMSA and Berkshire Hathaway.
Greenhaven Q1 2026: Wachenheim's 46% Homebuilder Bet
Edgar Wachenheim's Greenhaven Associates runs $6.07 billion across just 27 positions, with roughly 46% concentrated in four homebuilders and General Motors as its single largest holding. A look at one of the most concentrated value portfolios in the 13F universe.
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